IMiX

IMiX

Investment Software Group
NETSOL

NETSOL

NETSOL Technologies
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About

IMiX is a comprehensive front-to-back wealth management platform designed to help financial institutions manage the entire investment management lifecycle from a single cloud-based solution. The platform supports multi-currency, multi-asset, and multi-tenant operations while providing real-time connectivity across investment and client management processes. It offers digital client onboarding capabilities with customizable workflows, KYC and AML checks, and lifecycle management tools that streamline client acquisition and servicing. IMiX includes portfolio management, rebalancing, trade order management, compliance monitoring, performance measurement, and reporting functionalities. The platform also supports taxation, transaction processing, settlement management, reconciliation, and corporate action handling to improve operational efficiency.

About

Welcome to the future of financial services with NETSOL. Based on next-generation technology, our platform offers solutions for end-to-end asset finance and leasing for seamless retail and wholesale operations, digital retail and out-of-the-box, API-first products for the global financial services industry. Our platform revolutionizes your operations, from originations to servicing, and adapts to your needs, empowering you to navigate today’s dynamic and changing landscape with ease. Effectively manage your complex multi-site and multi-currency operations and enable your organization to thrive in hyper competitive markets globally. Utilizing the power of AI and data analytics, we enable users to track performance, identify trends and make data-driven decisions to optimize processes. Our platform is a global system that meets local requirements. It can be used in multi-national, multi-company, multi-asset, multi-lingual, multi-distributor and multi-manufacturer environments.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth management firms, investment managers, financial advisors, private banks, asset management companies, and financial institutions seeking a comprehensive platform for investment operations, portfolio management, compliance, and client lifecycle management

Audience

Financial institutions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$1000
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Investment Software Group
Founded: 2008
United Kingdom
www.investmentsoftwareltd.com/imix

Company Information

NETSOL Technologies
Founded: 1996
United States
netsoltech.com/products/transcend

Alternatives

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Third Financial

Third Financial

Third Financial Software
Pacer

Pacer

SS&C Technologies

Categories

Categories

Lease Management Features

Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database

Integrations

Nuxt

Integrations

Nuxt
Claim IMiX and update features and information
Claim IMiX and update features and information
Claim NETSOL and update features and information
Claim NETSOL and update features and information